Valmark Financial Group · 5 hours ago
Business Development Intern
Akron, OH, United States
Internship
Onsite
Intern
$20/hr - $20/hrValmark Financial Group is seeking a detail-oriented Business Development Intern to support the Sr. Director of Business Development. This role focuses on internal coordination, CRM data management, reporting, and operational support for Business Development initiatives, providing hands-on learning and exposure to real-world business processes.
Financial Services
No H1B
Responsibilities
Maintain accurate, organized, and up-to-date data within Valmark’s internal CRM system
Enter, update, audit, and reconcile lead and contact records to ensure data integrity
Conduct research, data retrieval, and cross-referencing to support internal requests, events, and marketing initiatives
Assist with documentation, process organization, analytical support, and administrative tasks related to Business Development operations
Compile, update, and distribute internal reports related to lead activity, campaign performance, and data trends using Excel and HubSpot
Support interdepartmental collaboration with IT, Communications, Business Development, and Executive teams to help ensure project timelines and deliverables are met
Qualification
Required
Authorized to work in the United States without sponsorship
Currently enrolled pursuing a degree in Business Administration, Business Management, Business Operations or a related field
Availability to work onsite in Akron, OH: 16–24 hours per week during spring and fall semesters, 25–40 hours per week during summer months
Strong Excel and data management skills
Detail-oriented
Ability to maintain accurate, organized, and up-to-date data within Valmark's internal CRM system
Ability to enter, update, audit, and reconcile lead and contact records to ensure data integrity
Ability to conduct research, data retrieval, and cross-referencing to support internal requests, events, and marketing initiatives
Ability to assist with documentation, process organization, analytical support, and administrative tasks related to Business Development operations
Ability to compile, update, and distribute internal reports related to lead activity, campaign performance, and data trends using Excel and HubSpot
Ability to support interdepartmental collaboration with IT, Communications, Business Development, and Executive teams to help ensure project timelines and deliverables are met
Preferred
Long-term career interest in the firm and the financial services industry
Professional, clear, and effective communication skills
Strong attention to detail and organizational skills
Proficiency in Excel, with the ability to work confidently with spreadsheets, reports, and data
A proactive mindset with the ability to manage responsibilities independently while adapting to changing priorities
Eagerness to learn, openness to feedback, and a commitment to personal and professional development
Company
Valmark Financial Group
ValMark Financial Group is a broker-dealer for life insurance and securities with operations in Ohio and Minnesota.
Founded in 1963
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Larry J. Rybka, JD, CFP®
Chairman and CEO
Elizabeth Kozenko
Chief Financial Officer
Recent News
Morningstar.com
2025-09-19
2025-07-31
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